Top Sales Jobs in Charlotte, NC

Manages and grows a portfolio of small-business banking clients, develops relationships, identifies financial needs, recommends accounts, credit, treasury, and digital solutions, and acquires new customers through prospecting and referrals. Partners with relationship managers and lending officers on complex structures while maintaining compliance with lending, risk, and regulatory requirements. Provides client-centered service, follow-up, and financial guidance in a branch environment.

Build customer relationships and support everyday banking needs through account openings, service requests, credit applications, cash handling, referrals, and proactive outreach. Identify customer needs, recommend appropriate banking products and digital tools, process transactions accurately, follow risk and compliance controls, and collaborate with branch teammates. The role requires Spanish-English bilingual proficiency, Saturday availability, a language assessment, SAFE registration, and successful background and credit screening.

Solicit and originate residential mortgage loans, primarily jumbo loans for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Assess financial and credit information, recommend suitable loan products, quote rates and points, manage applications through registration and lock-in, and maintain proactive customer communication. Ensure compliance with SAFE, Regulation Z, underwriting, and Wells Fargo risk requirements while delivering high-quality service.

Solicits and originates residential mortgage loans by developing referral relationships, assessing customer financial and credit information, recommending suitable loan products, processing applications, and maintaining compliance with SAFE, Regulation Z, and Wells Fargo policies. Provides proactive customer communication, monitors mortgage market trends, and cultivates relationships with realtors, builders, financial professionals, bank branches, and past customers.